This feature is currently in beta

We are actively enhancing this feature, and some functionalities may change before the official release.

If you're interested in joining the beta program and sharing feedback to help us improve it, please ping us in your dedicated Slack channel, or email support@salesbricks.com.

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Overview

Attio is a modern, automation-first CRM platform designed for speed and simplicity. Known for its popularity among young, innovative companies (including many from Y Combinator) Attio is a fast-growing player in the CRM space.

Salesbricks allows you to connect with your Attio workspace so you can:

  • Create a new Order in Salesbricks
  • Sync metadata from the Salesbricks Order to an associated Deal in Attio
  • Sync metadata from the Salesbricks Customer to an associated Company in Attio
  • Establish a repeatable process for future agreements between you and your customer

In order to successfully integrate Attio in Salesbricks, you will need to:

  • Connect your Attio workspace to Salesbricks
  • Create the fields in Attio needed to host the Salesbricks data
  • Map the Order fields in Salesbricks to the Deal fields you created in Attio
  • Map the Customer fields in Salesbricks to the Company fields you created in Attio
  • Test a Salesbricks Order with a test Attio Deal, and confirm the data is flowing properly

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Setup Attio Custom Fields

In Attio, you can either use existing attributes or create custom attributes to store the Salesbricks data. Here’s how to review and set up attributes:

  1. Navigate to Data Settings:

    • Click your workspace name in the top left
    • Select “Data Settings”

  2. Review and Create Attributes:

    • Select either “Deals” or “Companies” object
    • Review existing attributes to see if they match your needs
    • If needed, click “Add attribute” to create new attributes

  3. Attribute Types Available:

    • Text attributes (e.g., Name, Legal Name)
    • Number attributes (e.g., Total Contract Value, Expected Renewal Value)
    • Select attributes (e.g., Status with options: Active, Inactive, Terminated)
    • Date attributes (e.g., Customer Since Date, Next Renewal Date)

You can use existing attributes that match your needs or create new ones. Refer to the field mapping section below to determine which attributes you need and their appropriate data types.

For detailed instructions on creating and managing attributes, see the Attio Attributes Documentation.

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Connect Attio in Salesbricks

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Field Mapping

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Resources

Field Definitions

View the complete list of Salesbricks fields, data types, and definitions for Attio integration.

Order Builder Guide

Learn how to navigate and use the Order Builder effectively.

If you have any questions or concerns, feel free to reach out to the Salesbricks Support team via your Slack Connect channel.